Skip to main content
  1. Tough times, tough measures, soft measures

    It’s 2022 and we honestly never imagined a European country invading another European country. The Russian invasion of Ukraine is a shocking, atrocious, detestable act of aggression.

  2. Results from election meeting

    At the election meeting, held on 20 May 2022, two unitholder representatives were elected to the board of Pareto Asset Management.

  3. A catch indeed

    In 2004, Pareto Aksje Norge invested in Lerøy Seafood Group, a stock market rookie with a market value of just over one billion.

  4. Chaos and predictability

    I just learned that April has been designated as Financial Literacy Month. In case you wondered, we owe that designation to our fellow finance professionals across the pond. New such-and-such days and months tend to originate there.

  5. Nice, predictable weakness

    Microsoft had a poor start to this millennium. Over almost 15 years, from Christmas in 1999 to July 2014, total return was a dismal zero.

  6. Annual report 2021

    At the outset of 2021, financial markets had shaken off the shock following the outbreak of the pandemic in the winter/spring of 2020.

  7. Crime and punishment, and rewards

    Russia’s invasion of Ukraine continued unabated, with sharply rising numbers of civilian casualties and reports of heinous atrocities. Commodity prices kept climbing higher, on concerns about supply disruptions, and inflationary pressures intensified.

  8. Financial markets and the economy in 2021

    Good news, bad news and real news. In 2021, bouncing back from the depths of the pandemic, we got a lot of good news. But not good enough for the stimulative policies to be pulled back. We also got an indisputable reminder of what really drives financial market returns.

  9. Sustainability report 2021

    One of our obligations as a Swan-labelled fixed income fund is to publish an annual report on the sustainability performance of the fund.

  10. Countervailing forces

    When something dramatic happens, we often end up telling clients to calm down and wait it out. With prices on stocks and corporate bonds plummeting, selling is rarely if ever profitable. This time, however, is a different story.